Be advised. This firm is no longer registered.

Brett R. Smith Cpa Wealth Management, LLC

Brett R. Smith Cpa Wealth Management, LLC (CRD# 113618) is a financial advisory firm headquartered in Lafayette, CO. They manage $70,000,000 in 75 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1225 Cimarron Drive, Suite 202, Lafayette, CO 80026
By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $933,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Brett R. Smith Cpa Wealth Management, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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